Assigning benefits permissions ensures only authorized users can access and manage sensitive information.
In Workstream, admins can grant Benefits Admin access by selecting specific tax entities or enabling management across all entities. This setup keeps benefits administration secure and organized.
Set up permissions for Benefits Admin:
Go to Admin View, then Access Control. Add or edit the user (or edit a role), then go to the Tax entity permissions tab.
Check the Benefits administration permission ("Manage benefit plans and enrollments").
Note: The Benefits checkbox only appears if Benefits is turned on for your account. If you don't see it, reach out to your Workstream contact.
Under Tax entity management access, enable Access to manage all tax entities, or turn it off and select the specific tax entities you want to grant access to.
Save the changes to apply the permissions to this user.